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About us

Investing with Canaccord Genuity Wealth Management gives you access to a broad range of wealth management solutions.

We have successfully grown our business and reputation over the years. Now, in the UK and Europe - including our recent acquisition of Hargreave Hale - our investment professionals manage and administer over £24 billion (as at 30 September 2017) of assets.

Our core wealth management services include portfolio management, broking services and wealth planning.

We have enough size and scale to deliver experience and expertise, combined with a highly developed and up-to-date technical infrastructure. This provides efficient and effective investment management, as well as economies of scale that allow us to be price competitive. At the same time we are small enough to provide a personal relationship-led service with direct access to our people and knowledge.



Why choose Canaccord Genuity Wealth Management?

  • You can be confident that we will work with you to build exactly the relationship you want
  • We will always keep you informed about your portfolio and any decisions we are making on your behalf
  • You can choose whether you want updates face to face, by phone or by email
  • We offer experience, expertise and a highly efficient, competitive service.

Watch our CEO, David Esfandi as he talks about who we are, what we do and what differentiates us.

Canaccord Genuity Wealth Management (CGWM) is the trading name of Canaccord Genuity Financial Planning Limited (CGFPL), Canaccord Genuity Wealth Limited (CGWL), and Canaccord Genuity Wealth (International) Limited (CGWIL). They and Hargreave Hale Limited (HHL) are all wholly owned subsidiaries of Canaccord Genuity Group Inc. CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761 and has its registered office at Trafalgar Court, Admiral Park, St. Peter Port, GY1 2JA.

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If you you would like help but you're unsure which of our team to contact, let us help. We can put you in touch with an expert that's ideally suited to your wealth management needs.

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How can we help?

If you would like to know how we can help with your investment and wealth management needs, get in touch. We will be delighted to provide more details of our services.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.